MassMutual financial professional.

Phil A. Robertsemail

657-281-2105

Phil A. Robertsemail

657-281-2105

Capstone Partners Financial and Insurance Services

4675 Mac Arthur Ct, Suite 1050
Newport Beach, CA 92660
Get Directions
Visit Agency Website

Professional Story

Phil Roberts has eight years of experience as a Financial Planner. With his industry expertise and his CFP, CLU, and ChFC designations, he runs a well-rounded practice of investment management and insurance planning. From young families to retirees, he serves clients spanning diverse occupations and life stages. His Christian faith and love for people drive his passion for financial planning. When he’s not working he’s busy as a husband, father of two, drummer, and mountain biker.

Languages: English

Credentials: CFP®, CLU®, ChFC®, RICP®

Specialties:Insurance Strategies, Investment Strategies, Business Owners, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning

Check the background of this investment professional on FINRA's BrokerCheck

Connect with Phil

*= Required


By submitting this request, I agree to receive e-mails and phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the e-mail address and phone number above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.